Person “M” Success Story

Published on: 17 July, 2018 by Foster B. Lee

An existing client referred his partner (“M”) to me for tax services. M had been in a horrific car accident some time ago with severe brain damage and then on top of that she had cancer. Due to these factors and others, M had not lodge her personal income tax returns for nearly ten (10) years! My client and M were very, very worried that the Taxation Office would issue her with a Summons plus fines and penalties.

I had a look at the situation and their desperation and said………” Yep, it can be resolved”. I logged her in as my client with the Taxation Office and told them that from now, this issue is on my shoulders and not theirs. The delight in their eyes was something to behold.

They followed my instructions as to what documents they needed to gather and I put a time limit. They worked hard to get as much as they could locate and methodically I perused and isolated all data/information in separate years and began the work. Yes, it was difficult but M knew that the Taxation Office would keep away knowing that her personal income tax returns were in the process of all being completed.

All M’s outstanding personal income tax returns were prepared and duly lodged bringing her right up-to-date resulting in a cumulative income tax refund of nearly $10,000.00!!

About Foster B. Lee

Foster is a specialist in aspects of income tax, from the individual to companies and family discretionary and/or unit trusts, bringing together those over thirty (30) years of experience.

He prides himself on quality work at a very value-based fee, meeting the needs of all his clients on a timely, accurate and meaningful basis to protect them. His easy, approachable manner and personalised attention makes all the difference and Foster’s experience in the management of people and their skills is an advantage to you. He genuinely has your interest at heart to maximise your financial/business goals and objectives.

Specially tailored fees can be structured to suit your personal needs and circumstances.

Foster Benjamin Lee provides a comprehensive tax and business advisory service that meets the needs of a wide range of clients.